Onboarding instructions for new clients

Purpose

1.1. Ensure all new aluminum frame wholesale clients receive standardized, branded onboarding instructions.
1.2. Automate distribution via preferred client channels (email, SMS, messaging, CRM).
1.3. Confirm delivery and gather acknowledgment or signature if required.
1.4. Store onboarding completions and responses into CRM for sales and customer service tracking.
1.5. Personalize content based on client segment (contractor, distributor, architect, etc.).
1.6. Facilitate smooth communication for additional resource requests post-onboarding.

Trigger Conditions

2.1. New client record added in CRM or ERP database.
2.2. Sales team marks deal as “Won” or “Contract Signed.”
2.3. Onboarding form submitted by client via lead capture page.
2.4. Email notification from sales rep requesting onboarding.
2.5. Scheduled batch onboarding event (e.g., weekly imports).

Platform Variants

3.1. Salesforce
• Feature/Setting: Workflow Rule with ‘New Opportunity Closed/Won’; configure Process Builder to send onboarding email.

3.2. HubSpot
• Feature/Setting: Workflow Automation with ‘Contact Created’ trigger; use Email tool and ‘Tasks’.

3.3. Microsoft Dynamics 365
• Feature/Setting: Power Automate flow; “When record added” activity triggers onboarding email and task.

3.4. Zoho CRM
• Feature/Setting: Workflow Rule; “New Lead/Deal Closure” action to send onboarding via Zoho Mail.

3.5. Twilio
• Feature/Setting: Messaging API; configure SMS onboarding template; set number pool for sender ID.

3.6. SendGrid
• Feature/Setting: Transactional Email API; create onboarding template; set API keys and webhooks for delivery status.

3.7. Mailchimp
• Feature/Setting: Customer Journey; trigger on new list subscriber with onboarding email automation.

3.8. Slack
• Feature/Setting: Incoming Webhook; send onboarding message to dedicated client channel.

3.9. Microsoft Teams
• Feature/Setting: Power Automate integration; auto-post onboarding checklist to team or client-specific channel.

3.10. WhatsApp Business API
• Feature/Setting: Template message; configure send-on-contact-registration webhook event.

3.11. DocuSign
• Feature/Setting: API for automatic sending of onboarding and NDA/acknowledgment documents for signature.

3.12. Trello
• Feature/Setting: Card automation; on new client create board/list card with onboarding checklist.

3.13. Monday.com
• Feature/Setting: Automation recipe; trigger on new client item, send onboarding mail, assign internal tasks.

3.14. Google Sheets
• Feature/Setting: Apps Script/Trigger; when a new row added, send onboarding instruction via Gmail API.

3.15. Asana
• Feature/Setting: Rules; trigger onboarding project/tasks on deal closure.

3.16. Gmail
• Feature/Setting: Smartsheet integration or filter/trigger using Apps Script; send onboarding mail on new label or contact.

3.17. Zapier
• Feature/Setting: Multi-step Zap; trigger from CRM, send onboarding via email/SMS/Slack.

3.18. Airtable
• Feature/Setting: Automation; record entered triggers onboarding mail action.

3.19. Intercom
• Feature/Setting: Outbound messages; trigger onboarding on new conversation/contact tag.

3.20. Freshdesk
• Feature/Setting: Automations; trigger onboarding ticket/email to customer on ticket creation or property update.

3.21. Shopify (if direct B2B portal)
• Feature/Setting: App/Webhook; trigger onboarding mail/task when new wholesale account created.

3.22. Pipedrive
• Feature/Setting: Workflow Automation; on stage change to “Closed Won” send onboarding message.

3.23. ActiveCampaign
• Feature/Setting: Automation builder; trigger sequence with onboarding mail/SMS on new contact entry.

3.24. ClickSend
• Feature/Setting: API for direct SMS or Email onboarding delivery; configure for bulk/batch sends.

3.25. Notion
• Feature/Setting: Automation integration; create new onboarding checklist in shared workspace on client addition.

Benefits

4.1. Drastically reduced manual onboarding workload for sales and admin staff.
4.2. Immediate, verified delivery and response capture for compliance and customer experience.
4.3. Enhanced consistency in onboarding messaging across all clients and segments.
4.4. Automatic tracking of onboarding completions and escalations inside central CRM/support tools.
4.5. Ability to scale onboarding as sales volume grows without additional operational cost.